Dear All, we managed to import a test file with a deal and two associated line items in a multi object , multi file import . it is nowhere in the documentation or forum made clear how to imnport an associated contact with it at the same time . read more
Hello all, I've been struggling to find a way to do this. Essentially we have two pipelines: Sales pipeline and Renewals pipeline. We have companies that are closed won for the first time and others renewing for the 2nd and 3rd years. What I read more
I am wondering about a discrepancy I have found while testing a workflow.
We have set up a simple workflow, that copies each contacts 'Recent Deal Close Date' into the associated contacts deals.
Now the strange part:
Our usual billing frequency is annually. But from time to time we also have customers who wants to use the license for 18 months. HubSpot doesn't allow me to save/create quotes with an annual billing frequency and a term not equal to 12 or a mult read more
Hello, When in a deal, I would like to display more contact level custom properties on the contact section on the right hand side of a deal. Currently it appears that we can only display: name, title, email address and phone number and the onl read more
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Every month, we have deals created for our customers (Company-level) who utilize our On-Demand feature. The amount of this deal is determined based on how much On-Demand they consumed in that particular month. It's a snapshot of how much On-demand w read more
I want to pick your brains here and see if this is a good workaround or if it's gonna fall flat like a pancake.
Scenario: I want to enroll contacts that hits a certain deal stage in a sequence. If a contact replies to an emai read more
To control the access to data I'd like to have my teams only have edit access for objects they own. At the minute this is too onerous as if a member of staff is off, no one else can manage their Deals/Contacts etc. As a result I have to give everyon read more